Client Service Executive
Posted 3 hours 53 minutes ago by Reed
Client Services Associate
Teesside (Hybrid Working)£28,000 - £32,000 + Bonus + Excellent Benefits
Are you passionate about delivering exceptional client service? Looking to build a long-term career in financial services with genuine progression opportunities?
A growing and highly regarded wealth management firm is looking to recruit a Client Services Associate to join their supportive and collaborative team.
The Role
This is a fantastic opportunity to become a key part of a client-focused business where you will play a vital role in delivering a seamless and professional experience to clients.
Working closely with Financial Planners and Paraplanners, you will act as a central point of contact, ensuring all client interactions are handled efficiently and to a high standard.
Key Responsibilities
- Acting as the first point of contact for client enquiries (phone, email, and secure messaging)
- Managing diaries, booking client meetings, and preparing supporting documentation
- Supporting clients with requests including withdrawals, deposits, and account updates
- Liaising with advisers, paraplanners, and external providers
- Preparing for meetings and ensuring a professional client experience
- Maintaining accurate and compliant records of all client communication
- Supporting the onboarding process and ongoing service delivery
About You
- Previous experience in a client service or administrative role
- Excellent organisational skills with strong attention to detail
- Professional communication skills, both written and verbal
- A proactive, positive attitude and willingness to learn
- Strong IT skills, particularly Microsoft 365
- Experience within financial services or a regulated environment
- Familiarity with platforms such as Transact, XPLAN, or similar (Desirable)
- Experience dealing with third-party providers
What's in it for you?
- Hybrid working (office and home-based flexibility)
- Generous annual leave package
- Discretionary bonus scheme
- Private medical insurance & income protection
- Pension and death in service benefits
- Full support toward professional qualifications
- Clear career progression pathways
- Supportive team culture with real development opportunities